Semicap Thoughts: ASML AMAT INTEL SAMSUNG TSMC MICRON

Semicap Thoughts: ASML AMAT INTEL SAMSUNG TSMC MICRON
by Robert Maire on 07-27-2017 at 12:00 pm

Image RemovedASML reported results in line and slightly ahead of expectations which helped push ASML and the other semicap stocks back to their original valuations prior to the two step pull back that lasted about a month. We are now back to relatively high, record valuations not seen or ever seen previously (at least for a long time)… Read More


AMAT LRCX and EUV Economics

AMAT LRCX and EUV Economics
by Robert Maire on 11-23-2016 at 7:00 am

Lam & Applied talked about “sustainable” growth Both expect share gains & growth in a flattish market. We examine the “new, lower, cyclicality”. Although Applied and Lam are fierce competitors , coming at things from different directions, they sounded awfully similar last week.
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